The license of each app you install is maintained in our centralized licensing system. Whenever you request a trial or make a purchase, we need to update this licensing system with these new details. Once the license has been updated, our support team would email you to update the app license at your end. To […]
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App activation using license key (front-end)
We use this approach if you are not able to register the zap app license profile online (bcos of some error). In this scenario, our support team would take the necessary details from you and then manually generate the license key from backend. You will receive an email from support team with the new license […]
Protected: Getting Started – How Zap Email Parser works?
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Getting Started – Security Roles
Below 2 security roles are available: Zap EP Admin: This security role is needed to configure “Email Parser” App. Zap EP Read Only: This security role is to be given to users who need to have read only permissions for event log or to view existing email parser configurations.
Uninstalling a Zap App
Step 1: Backup any information regarding app configuration (please note that all solution configuration data will get deleted on solution uninstallation) Step 2: Verify app knowledgebase to check if there is any pre-requisite step needed before deleting the solution file Step 3: Browse to Settings >> Solutions. Select the solution file and click delete button.
App activation using license key (back-end)
We use this approach if you are not able to register the zap app license profile online. In-order to request trial, you need to register the license profile online (from within the app). We have observed that for some customers who are using CRM On-premise, the zap licensing page may not work because java-script has […]
Protected: Getting Started – Email Parser Setup
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How do you handle true/false, option-sets, currency, date data-type and other non-text fields?
Zap Email Parser supports below field data-types: Single line text Multi-line text 2-Option Set Option-Set Date-Time Owner Lookup Currency Floating-Point Whole Number Decimal Currency Lookups Below are few points to note: Option-Set: Here the extracted text is matched against the option-set values. You can also use partial names. For example, text “trade” would be automatically […]
Protected: Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser
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Protected: How to install sample data
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